Investment Resources Center (IRC) provides personalized financial planning and investment advice to individuals, families, businesses, and retirement plans. IRC offers various levels of financial planning, including basic, standard, and comprehensive plans, as well as financial reviews. IRC also offers investment and portfolio management services, including both discretionary and non-discretionary accounts. IRC may recommend non-securities products available through Planning Resources Center (PRC), an affiliated insurance agency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
One-time account setup fee: $500 (nonrefundable). IRC charges a minimum asset management fee of $1,000 annually. Fees may be waived or offered at a substantial discount for certain clients and relatives at the discretion of IRC.